Semiconductor News & Analysis Feed
20 articles
2026-10-01
www.trefis.com
2026-10-01
2026-10-01
www.trefis.com
2026-10-01
2026-09-30
www.trefis.com
2026-09-30
2026-09-29
www.benzinga.com
2026-09-29
2026-09-28
www.investing.com
2026-09-28
2026-09-28
news.google.com
2026-09-28
2026-09-28
www.aol.com
2026-09-28
This analysis argues that Qualcomm's market valuation remains anchored to its legacy handset franchise, significantly undervaluing a structural inflection in its non-handset and data center semiconductor businesses. The core thesis rests on management's aggressive repositioning: a $40 billion non-ha
2026-09-28
2026-09-26
www.tradingview.com
2026-09-26
2026-09-26
au.finance.yahoo.com
2026-09-26
2026-09-25
finance.yahoo.com
2026-09-25
2026-09-24
2026-09-24
www.trefis.com
2026-09-24
2026-09-23
www.benzinga.com
2026-09-23
2026-09-22
www.tikr.com
2026-09-22
Qualcomm's 9% single-day surge to $194 on September 21 was not a broad semiconductor rally but a surgical re-rating of its AI data center narrative. The catalyst—a die-to-die optical interconnect demonstration co-developed with Lumentum and Corning—signals Qualcomm's strategic pivot from a handset-c
2026-09-22
finance.yahoo.com
2026-09-22
2026-09-21
finance.yahoo.com
2026-09-21
2026-09-21
www.trefis.com
2026-09-21
2026-09-21
www.trefis.com
2026-09-21
2026-09-18
www.trefis.com
2026-09-18